BMS Financial Advisors, LLC
- SEC CIK
- 0001928041
- Latest filing
- Jul 31, 2023
UNH holding history
UnitedHealth Group Inc in every 13F filed by BMS Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UNH overviewAll 13F holders of UNHFull Q2 2023 holdings
- Shares (Q2 2023)
- 1,232
- Value
- $592.1K
- % of portfolio
- 0.4%
- Quarters held
- 5
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 1,232 | $592.1K | 0.4% | −470−27.6% | Reduced | Holders |
| Q1 2023 | 1,702 | $804.3K | 0.6% | +160+10.4% | Added | Holders |
| Q4 2022 | 1,542 | $817.5K | 0.5% | −8−0.5% | Reduced | Holders |
| Q3 2022 | 1,550 | $783.0K | 0.5% | +238+18.1% | Added | Holders |
| Q2 2022 | 1,312 | $674.0K | 0.4% | +1,312 | New | Holders |